Services // 02 · AI Build

A custom system, built around how you work.

A proprietary system built around how your business works, not a template. Wired into your CRM, outreach and data, and yours to own from day one.

01 /

Inside your tools

Built into the CRM, outreach and data platforms you already use, inside the permissions you already have.

02 /

One workflow at a time

A new lead arrives, AI researches the company, your CRM gets the context, and your team starts the conversation.

03 /

People stay in charge

AI does the legwork. Anything that matters, like an email to a client or an investor, a person approves first.

04 /

Yours from day one

The system, the code, the prompts and the data live in your accounts, not ours.

How it works

Four steps, in plain English.

One workflow at a time, tested on real work before the next.

02

AI Build

  1. 01Start at the top of the roadmap
    The job that gives back the most time for the least effort goes first.
  2. 02Build and check
    We build in Claude Code and have Codex review every change, so mistakes get caught before they ship.
  3. 03Test on real work
    Your team uses each piece on real work before we connect the next one.
  4. 04Connect the next piece
    One workflow becomes a connected system, a step at a time.

A good fit if

Sound familiar?

  • Lead research and outreach that eats the week.
  • A CRM nobody trusts because it's never up to date.
  • Data spread across inboxes, spreadsheets and old systems.
  • Reporting that someone rebuilds by hand every Monday.

In practice

EAS Advisors: five sources, one system.

We pulled EAS's contacts out of five places into one system that matches each deal to the right investors and drafts the outreach. The managing director and associate got back more than 20 hours a week.

What will you take off your plate?

Tell us what you're working on. We'll figure out where AI can help.